3 ms·
You can. A bunch of companies offer SMAs like this. It's a retail product, usually labeled as some smart tax loss harvesting atop the indices where you can deny
by RhysU 5mo ago
You can. A bunch of companies offer SMAs like this. It's a retail product, usually labeled as some smart tax loss harvesting atop the indices where you can denylist particular stocks.
Fidelity offers one: https://www.fidelity.com/managed-accounts/separately-managed-accounts/overview https://www.fidelity.com/managed-accounts/separately-managed...
It'd probably take you an afternoon worth of time to research then enact it.